Paypal Credit Import - Plaid

Question asked by Matthew Whitby 4 weeks ago

Hi

I am trying to link to a Paypal Credit account (something which used to be possible with Yodlee). When I select Paypal as the bank and enter my credentials, Paypal Credit is not an option.

Is this no longer possible?

Cheers

Matt

9 Replies

Hi Matthew,

My apologies, we can change that for you from our end, but you will need to raise this as a support ticket by emailing in to support@clearbooks.co.uk.

All the best,

Mohamed.

Hi Mohamed

Thanks for this.

I have granted the API permissions, but how do I now set up the bank feed for my existing Paypal Credit account within Clearbooks?

Cheers

Matt

Hi Matthew,

That should be it if you have used the API key for your Paypal Credit account.

All the best,

Mohamed.

Hi Mohamed

The existing Paypal Credit account in Clearbooks is a Credit Card account. Does it need to be an Internet Payments account for the integration to work? If so, is it possible to change it?

Thanks

Matt

Hi Matthew,

This is correct. You should be able to change this by clicking edit on the bank account in question.

All the best,

Mohamed.

Hi Mohamed

Please could you explain how to do this? There doesn't seem to be any way of changing the account type.

Thanks

Matt

Hi Matthew,

My apologies, we can change that for you from our end, but you will need to raise this as a support ticket by emailing in to support@clearbooks.co.uk.

All the best,

Mohamed.

Hi Matthew,

You're welcome.

All the best,

Mohamed.

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